| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Spencer Rand Five Oceans Advisors | 6,007 | $250,122.93 | $549,760.64 | $299,637.71 | 119.8% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 670,109 | $47.88M | $63M | $15.12M | 31.58% |
S. Hardy Taylor Heritage Investment Group Inc. | 5,928 | $218,743.2 | $549,910.92 | $331,167.72 | 151.4% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 4,467 | $623,727.21 | $422,846.22 | -$200,880.99 | -32.21% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 21,083 | $1.25M | $1.92M | $666,858.86 | 53.29% |
Katie Smith Delos Wealth Advisors LLC | 9,035 | $262,776.74 | $827,967.4 | $565,190.66 | 215.08% |
Kevin B. Crawford JB Capital LLC | 5,951 | $329,658.63 | $544,576.01 | $214,917.38 | 65.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 14,100 | $1.97M | $1.34M | -$624,066 | -31.7% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 2,171 | $303,083 | $204,301.95 | -$98,781.05 | -32.59% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 460 | $12,053.37 | $41,715.1 | $29,661.73 | 246.09% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,443 | $480,746.09 | $315,275.51 | -$165,470.58 | -34.42% |
Adam J. Peck Riverwater Partners LLC | 2,092 | $292,105.96 | $191,648.12 | -$100,457.84 | -34.39% |
| EJL Emery J. Levick US Asset Management LLC | 15,090 | $803,995.2 | $1.46M | $655,509.6 | 81.53% |
Kimberly Cappellano Private Wealth Asset Management LLC | 6,118 | $147,708.51 | $578,334.54 | $430,626.03 | 291.54% |
Sima Elimelech Activest Wealth Management | 2,328 | $76,702.1 | $222,021.36 | $145,319.26 | 189.46% |
Eddie Wilcox Rollins Financial Advisors LLC | 3,402 | $475,021 | $317,661.75 | -$157,359.25 | -33.13% |
Christina Forster Pazienza Guardian Partners Inc. | 600 | $83,778 | $54,804 | -$28,974 | -34.58% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 60 | $1,606.5 | $5,755.8 | $4,149.3 | 258.28% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,601 | $502,807.63 | $330,823.87 | -$171,983.76 | -34.2% |
| EW Enzi Wealth Enzi Wealth | 11,877 | $307,899.42 | $1.09M | $782,468.56 | 254.13% |